Integrate the Better Proposals API with the Zoho CRM API

Setup the Better Proposals API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Better Proposals and Zoho CRM remarkably fast. Free for developers.

Popular Better Proposals and Zoho CRM Triggers#

New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

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Popular Better Proposals and Zoho CRM Actions#

Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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Get Object with the Zoho CRM API

Gets record data given its id.

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List Fields with the Zoho CRM API

Gets the field metadata for the specified module

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Overview of Better Proposals#

The Better Proposals API offers a powerful way to automate proposal creation and management tasks. With it, you can programmatically generate, send, and track business proposals, streamlining the sales process and integrating seamlessly with CRM systems. By leveraging Pipedream’s capabilities, you can connect Better Proposals to a multitude of other apps to trigger actions based on proposal activities, sync data, or even automate follow-ups, thereby enhancing the efficiency of your sales workflow.

Connect Better Proposals#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    better_proposals: {
      type: "app",
      app: "better_proposals",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.betterproposals.io/settings/`,
      headers: {
        "Bptoken": `${this.better_proposals.$auth.api_key}`,
      },
    })
  },
})

Overview of Zoho CRM#

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})